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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,023 | $127,096-91.3% | $105,736-89.6% | $135,380-91.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.81%-519.8pp |
| Employer contribution / active EE | $437 | $4,107-89.4% | $3,268-86.6% | $4,779-90.8% |
| Participant deferral / active EE | $6,850 | $5,064+35.3% | $4,080+67.9% | $5,609+22.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |